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Financial planning
There are 16 days until Quality of Advice Review deadline this month, so Money Management has crunched the numbers on the current state of the adviser landscape....
Financial planning
The Australian Securities and Investments Commission has shared information about how the adviser exam will be run in 2023 when it moves to being primarily new entrants....
Financial planning
Today is the final day for candidates who need to pass by 1 October to register for the last sittings of the financial adviser exam....
Financial planning
Compassion should be given to those advisers who have not yet passed the financial adviser exam, according to the AFA’s Phil Anderson, rather than condemnation....
Financial planning
Half of advisers who have not passed the financial advice exam still intend to stay in the industry with the most-common role as a mentor of new advisers or in a ‘general...
Financial planning
Over 1,800 advisers have graduated from postgraduate qualifications in 2020 and 2021, according to Kaplan Professional, an industry record....
Financial planning
Shadow minister for financial services Stephen Jones would support changes to the financial adviser exam so that Professional Year advisers could choose to sit an exam ba...
Financial planning
The percentage of candidates who passed February’s financial adviser exam, the first one under the Australian Securities and Investments Commission, has fallen to 32.4%. ...
Financial planning
Financial advisers can use 2022 as a year of opportunity to build and make their business more efficient given there will be no major regulatory changes over the next yea...
Financial planning
The cost to sit the financial adviser exam will be higher than initial estimates as it moves to being run by the corporate regulator and any Standard 3 amendment responsi...
Financial planning
The pathway will allow financial advisers who have 10 or more years of full-time experience in the last 12 years to only complete a tertiary level unit on the code of eth...
Financial planning
Those who have not passed the adviser exam and are ineligible for the extension have until the end of the year to come off the Financial Adviser Register to avoid being c...
Financial planning
There will be ‘probably’ four sittings of the financial adviser exam in 2022, according to the corporate regulator....
Financial planning
Exam takers who did not pass have until Friday, 29 October, to register for the November exam....
Financial planning
Knowledge of when to provide retail clients key documents, identifying breaches, and the code of ethics are key problem areas in what was the worst collective result out ...
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Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...